Dalal and Broacha Stock Brocking Pvt Ltd

Dalal and Broacha Stock Brocking Pvt Ltd

AUM (Cr.)

1271.71

Clients

572

Inv. Approach

2

As On Date

30 September 2025

Dalal & Broacha Portfolio Managers Pvt. Ltd. (IM) is a wholly owned subsidiary of Dalal & Broacha Stock Broking Pvt. Ltd., its parent company and sponsor. Established in 1961 by Priyakant Dalal, Dalal & Broacha has built a legacy of over five decades in the financial services industry. Headquartered in Mumbai, the firm has evolved into a pan-India integrated financial services provider, offering a comprehensive range of solutions including Equity Advisory, Portfolio Management Services (PMS), Distribution of Mutual Funds and other third-party products, and Fixed Income Securities. Guided by a long-term investment philosophy, the firm avoids speculative strategies, focusing instead on capital preservation and steady wealth growth for its clients. Today, Dalal & Broacha Portfolio Managers Pvt. Ltd. manages an Asset Under Management (AUM) of approximately ₹1,850 crores, reflecting its credibility, disciplined approach, and commitment to consistent value creation.

PMS Investments

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
Long Term Growth Multi Cap & Flexi Cap -3.94% 20.23% 21.15% 20.17% Aug 2007

* Returns are as on 30th September 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

AIF Investments

AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr Return 2 Yr Return 3 Yr Return 5 Yr Return Inception Date
D and B India Opportunities Multi-cap Fund Multi Cap & Flexi Cap -6.26% 16.80% 19.20% 18.30% Dec 2019

* All performance above are as on 30th September 2025, * Above 1 year returns are in CAGR*

Portfolio Managers

Mr Milind Karmarkar
Mr Milind Karmarkar

Director & Senior Fund Manager

He is a Chartered Accountant with over 35 years of experience in equities, bringing deep market insight and analytical expertise to his role. After gaining valuable experience in corporate planning and financial management, he joined Dalal & Broacha more than 15 years ago and went on to establish the firm’s research department, which now comprises a team of six professionals. His leadership and extensive market understanding have been instrumental in shaping the firm’s research-driven investment approach.

Mr Nawaz Sarfaraz
Mr Nawaz Sarfaraz

Fund Manager

Nawaz, an engineering and management graduate, brings over 17 years of experience in equities to his role. Before joining Dalal & Broacha in February 2019, he served as the Head of Research at IDBI Mutual Fund, where he gained extensive expertise in equity research and investment strategy. His strong analytical background and leadership in research make him a key contributor to the firm’s investment decisions and performance-driven approach.

AMC Reg. Address

506 Maker Chambers V, 221 Nariman Point, Mumbai, Maharashtra, India-400021 SEBI Reg No.: INP000001975

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